Gc Jch 04nov20

Flash Edition – Geopolitical Corner

Election Night Becomes Election Week: The Contested Contest of 2020

By John C. Hulsman

4 November 2020

In this paper we discuss:

1. The latest available results on the US presidential and general elections;
2. Why a nasty fight on the electoral result is likely to occur;
3. How Biden is ahead, but Trump could still theoretically win;
4. Why we believe Biden will eventually win;
5. Why a “blue sweep” now looks unlikely;
6. How the real winner of this election is China’s Xi; and
7. The market implications of all the above.

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